Cavait brings the client journey
Cavait handles the public experience: discovery, guided intake, secure record collection, scope, status and client-facing workflow.
CAVAIT PARTNER NETWORK
More tax clients.
Less client-chasing.
Cavait is building a network of qualified tax and accounting firms that can take on professional work through the Cavait experience. We bring the client journey, structured intake and workflow technology; partner firms bring the licensed or experienced people who complete and review the work.
PARTNER CASE · CAVAIT WORKSPACE
Client intakeFacts captured · scope identified
RecordsRequested securely · missing items visible
Partner workAssigned with due dates and review gates
Cavait client experienceStatus, approvals and next steps stay in one place.
THE PARTNERSHIP MODEL
Cavait owns the experience. Partners expand the professional capacity behind it.
The goal is not to send a lead and disappear. Cavait stays the client-facing operating layer while approved partners work inside defined scopes, service standards and review controls. Engagement structure, professional responsibility, branding permissions, economics and jurisdiction-specific requirements are agreed before work is assigned.
Built for a fragmented tax market.Independent firms keep their professional expertise while gaining a technology layer, standardized intake and access to work that already arrives organized.
Partners do the professional work
Approved firms or professionals complete the agreed tax, accounting or review work within the engagement structure and applicable professional requirements.
The platform keeps work moving
Cases arrive with structured facts, records, open questions and workflow checkpoints instead of a new inbox thread for every client.
Human judgment stays explicit
Automation can gather, classify, reconcile and prepare. Professional conclusions, review, approvals and filings remain with the authorized people responsible for them.
WHAT PARTNERS GET
A demand and workflow layer around the work you already know how to do.
- Qualified Cavait cases matched to agreed capabilities and jurisdictions
- Structured intake instead of starting each engagement from a blank email
- Secure document collection, case status and approval workflow
- Cavait Agent tooling as partner access becomes available
- One operating standard across recurring and seasonal work
WHAT CAVAIT EXPECTS
Quality, responsiveness and clear professional accountability.
- Credentials, registrations and insurance appropriate to the work and jurisdiction where required
- Documented review and quality-control processes
- Secure handling of taxpayer and business information
- Agreed turnaround times and transparent exception escalation
- Compliance with the signed partner agreement and Cavait client-experience standards
HOW A PARTNERSHIP STARTS
Start narrow. Earn more volume.
- 1. Fit callWe learn your jurisdictions, team capacity, service mix, credentials and the work you want more of.
- 2. VerificationWe verify the business and the professional requirements that apply to the proposed scope before any client work is assigned.
- 3. Pilot casesWe begin with a controlled set of cases so both teams can test handoffs, quality, communication and turnaround.
- 4. ExpandStrong delivery can expand into more case types, recurring work, geographic coverage and deeper use of Cavait’s workflow technology.
PARTNER QUESTIONS
What the model is—and is not.
Is this a lead marketplace?+
No. The intended model is a managed delivery network: Cavait owns the customer journey and technology layer, while approved partners perform agreed professional work under defined standards and contracts.
Does joining require us to abandon our own firm?+
No. A partner can remain an independent business. The specific work relationship, permitted branding and client responsibilities are set in the partner agreement for the scope being delivered.
Do partners get Cavait technology?+
The partner workflow is designed to give approved firms access to the Cavait case layer and, as released, the reviewer-controlled Cavait Agent tools used to reduce repetitive intake, records and preparation work.
How are fees and case economics handled?+
Economics depend on the service, complexity, jurisdiction, capacity and responsibility split. Commercial terms are agreed before pilot work begins rather than published as a one-size-fits-all percentage.
FOR TAX & ACCOUNTING FIRMS
Bring your expertise into the Cavait network.
Tell us what your team is excellent at and where you have capacity. We’ll start with a fit conversation and a narrow pilot.